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Home Our Team Our Services Our History Tools FMI Blog

Our Team

meet our experienced staff

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Mike Whitson

Allen Bynum

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Kayla Tweedy

Bregan Heitz CFP® EDFP

Bregan Heitz CFP® EDFP

David Horner

Kaye Long

LISTEN FIRST | BUILD WEALTH | SECURE FUTURES

FMI is an SEC registered investment advisor located in Ardmore, OK. FMI and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisors by those states in which FMI maintains clients. FMI may only transact business in those states in which it registered or qualifies for an exemption or exclusion from registration requirements.

Past Performance Does Not Guarantee Future Performance
Past performance of benchmark indexes, mutual funds, actual portfolios, or composites of actual portfolios does not guarantee future results. No assurances or guarantees can be given or implied concerning future investment results for Financial Management Inc. (FMI) or any investment index. Future returns may differ significantly from the past due to materially different economic and market conditions. Investments within portfolios, and therefore, portfolios, involve risk and the possibility of loss, including a permanent loss of principal.

Financial Management, Inc.

130 D Street Northwest,

Ardmore, OK, 73401,

United States

580-226-4058

Hours

Mon 8:30am - 12:00pm , 1:00pm - 4:30pm

Tue 8:30am - 12:00pm , 1:00pm - 4:30pm

Wed 8:30am - 12:00pm , 1:00pm - 4:30pm

Thu 8:30am - 12:00pm , 1:00pm - 4:30pm

Fri 8:30am - 12:00pm , 1:00pm - 4:30pm

Sat Closed

Sun Closed

Financial Management, Inc. | 130 D Street NW | Ardmore, OK 73401 | (580) 226-4058 | info@fmiardmore.com